Personal Lines Account Manager

Personal Lines Account Manager We’re SimplyIOA, an InsureTech company based out of Lake Mary, FL backed by one of the nation's largest insurance brokers, Insurance Office of America.
In partnership with some of the most respected and trusted insurance providers, such as Progressive, Safeco, Travelers, and Nationwide, SimplyIOA is the nation’s first fully-integrated comparison, quote and buy platform.
The industry‐leading technology, underpinned by sophisticated data science and machine learning, allows consumers to compare providers, receive quotes and buy an insurance policy online within 3 minutes.
At SimplyIOA, we’re driven by our mission and core values.
We work hard, but we have fun too.
Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are.
We believe in helping people grow, develop and achieve their professional goals, so when you join the SimplyIOA team you truly become a partner in our shared success.
We’re looking for a Personal Lines Account Manager to join our team! JOB SUMMARY: This position would be responsible for Simply IOA account management activities include: Client service and communications; directing daily tasks/activities and administrative processes to Team Support; productivity quality and service levels of assigned alpha split/book of business; remarketing of client insurance policies, tracking renewals and past due list, online rating for all lines of insurance, invoicing, accounts receivable monitoring, contract review and round out accounts, and policy review data management/entry; team and individual processional developmental identification for sales and retention opportunities.
Essential Functions: Manages an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
Regularly interacts with new and existing clients as needed on moderately to high complex P/L accounts.
Responsible for devising creative and strategic solutions to meet client needs as to coverage and cost.
Actively seeks to grow and retain SimplyIOA business, including identifying and acting on sales opportunities.
Tracks policy expirations for existing clients and works proactively to ensure appropriate actions are taken to facilitate renewals.
Facilitates the management of Expiration and AR reports and manages tasks Participates in new business and policy renewal process in conjunction with Account Executives &/or Ops Team Leader including: Conducting client research and gathering all necessary information to ensure proper coverage.
Evaluating coverage and pricing.
Generating and presenting proposals.
Binding coverages, including securing signed mandatory forms and applications per SimplyIOA procedures.
Prepare Summary of Insurance.
Completing full policy reviews and processing of endorsements Aged Accounts Receivables, Past Due, and Payments.
Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions, and collects outstanding balances due.
Assists with facilitation of client claims processes as needed.
Develops and maintains positive carrier relationships.
Developing and maintaining positive, productive relationships with SimplyIOA agents, leadership, peers, co-workers, teammates, and employees Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met Assists with new hire and ongoing training support within team.
Quickly and responsibly alerts Operations Management to any individual or team performance/ professionalism issues, collaborates as needed regarding any corrective actions to be taken, and supports and participates in implementation when requested.
Reviews all policies, identifies discrepancies, and appropriately directs Team Support to make changes as needed.
Maintains frequent, transparent communication with Account Executives &/or Ops Team Leader regarding individual and team client service and policy administration activities, ensuring he/she is fully informed.
Works effectively with Account Executives and management seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
Maintains frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
Encourages and participates in ongoing growth and professional development of all operations personnel within team.
Actively promotes SimplyIOA culture and a positive work environment at all times, including participation in team building and other activities.
Complies with all company work rules, standards, and policies and procedures at all times.
Maintains high degree of technical competence and industry/market expertise.
Acts as back up for teammates as needed, covering for others in their absence and ensuring overall team service excellence.
Ensures professional skills are continuously improved by actively participating in internal/external development opportunities.
Maintains agency management system to ensure accuracy of data.
Monitors and maintains pending action items, taking any necessary action to ensure completion within required time frames.
Will be required to maintain Continuing Education credits to maintain active status level of insurance licensure.
Performs other duties as assigned.
NON-ESSENTIAL FUNCTIONS: General office support/administration when requested or assigned Back-up for teammates as needed, covering for others in their absence and ensuring overall team service excellence Participates in training, mentoring, and ongoing professional development of administrative and customer service teams and/or new hires Ensures professional skills are continuously improved by actively participating in internal/external development opportunities Lifting and carrying large equipment/boxes over 25 lbs.
Bending and stooping to utilize necessary office equipment Participating in team building and other activities QUALIFICATIONS AND EXPERIENCE: 5+ years of Personal Lines Account Management experience All required active licensing (2-20 preferred 20-44 accepted) Ability to obtain licensing in 50 states Exceptional customer service skills Excellent multi-tasking, organizational, delegation and decision-making skills Outstanding verbal/written communication skills Ability to perform large work volumes with high degrees of accuracy PC proficiency, including MS Office Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times Great Reasons to Work at SimplyIOA include: Competitive salaries and bonus earning potential Great benefits, including company paid health insurance Paid time off for holidays, vacations, and sick time 401K with an employer match Participation in our employee stock plan Opportunities for professional growth and career progression A culture that emphasizes respect for every individual Company commitment to work/family life balance and community service Teammates who share your drive for excellence Knowing every day you are helping our clients protect their families and businesses If you're ready to take a leap forward in your career, please click below to apply.
Any candidates meeting the qualification requirements for the Personal Lines Account Manager role will be contacted.
We’re looking forward to hearing from you!